Free homeowner planning tools

Plan your next home service project.

Good contractor conversations start before the first estimate. Choose the work you are planning, organize the details you know and build a brief you can copy when asking companies about the job.

Roofing

A leak investigation, a small repair and a whole-roof replacement are different requests. Describe the concern first, then ask each roofer to explain the work they recommend and the evidence behind it.

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Gutters

An overflow, a leaking joint and a new gutter installation call for different conversations. Record what you can see safely, then ask the installer to explain the proposed collection and discharge plan.

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Heating & cooling

A service visit, an airflow concern and a replacement proposal are different starting points. Gather the equipment information and describe which rooms are uncomfortable so the contractor can evaluate the home and system.

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Plumbing

A recurring drip, a drain concern and a new fixture installation are different jobs. Record the affected location and what you have observed so the plumber can investigate before the repair scope is decided.

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Electrical

Start with the room, device or improvement you want evaluated. An electrician can investigate the cause and the appropriate work; your project brief should describe the concern and the result you want.

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Garage doors

A door repair, an opener replacement and a new door installation are different projects. Describe what you have observed and the door or opener information you already have before comparing proposals.

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Appliance repair

The brand, model and symptom are a better starting point than a guess about the failed part. Gather the records you already have and clarify how the service visit works before authorizing a repair.

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Prepare

Describe the concern and gather the records you already have. Keep observations separate from a diagnosis.

Compare

Ask companies to quote the same work and explain exclusions, allowances and additional-work approval.

Keep the record

Save the agreed scope, invoices, useful photos and warranty information after the work.

Use the tools behind the project.

The planners prepare a conversation. Homeowner Alliance also offers public quote-total comparison and preparation checklists, with private home records available through a free homeowner account.